Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,434 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
59,403
shares
|
$6.22 Million
0.0% of portfolio
|
Q3 2024
Added 1933.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
58,954
shares
|
$6.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
58,599
shares
|
$6.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
57,534
shares
|
$6.02 Million
0.18% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
56,767
shares
|
$5.94 Million
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
56,294
shares
|
$5.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
56,203
shares
|
$5.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
54,435
shares
|
$5.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 68.78%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
53,952
shares
|
$5.65 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
53,723
shares
|
$5.63 Million
2.25% of portfolio
|
Q4 2024
Added 40.96%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
53,363
shares
|
$5.59 Million
0.16% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
53,208
shares
|
$5.57 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
52,932
shares
|
$5.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
52,867
shares
|
$5.54 Million
0.02% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
52,065
shares
|
$5.45 Million
0.28% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
51,795
shares
|
$5.42 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
51,290
shares
|
$5.37 Million
1.08% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
50,559
shares
|
$5.29 Million
1.72% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
50,362
shares
|
$5.27 Million
0.82% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
50,236
shares
|
$5.26 Million
0.3% of portfolio
|
Q4 2022
Reduced 15.73%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$5.24 Million
1.05% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
49,957
shares
|
$5.23 Million
0.08% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
49,501
shares
|
$5.18 Million
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
48,661
shares
|
$5.1 Million
0.14% of portfolio
|
Q4 2023
Added 8.22%
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
48,599
shares
|
$5.09 Million
1.89% of portfolio
|
Q3 2024
New holding
|